Research on Thai Markets in general and the SET Index
I’m curious on industrials given that they are the major underperforming sector in the past 12 months. Financials did surprise me temporarily with SCB’s price being strong on the back of the news that they’re finally selling to FWD, however it appears that the initial excitement has waned. There’s only a few more weeks left […]
Read More →The Trump vs Xi rhetoric has calmed down and therefore its all BUY BUY BUY
Read More →Small hotels set to legalise ventures : Some 5,000 non-registered small hotels are expected to legalise their business after a recent order issued by the National Council for Peace and Order (NCPO). Bangkok Post Opposition takes charter change campaign to public : On 87th anniversary of Siamese revolution, anti-junta camp targets clauses ‘aimed at entrenching’ […]
Read More →And whilst I was overseas last week the market decided to suddenly wake up on the back of ETF flows (probably) into the market and AOT announcing that they’re going to flnally earn a bit more from King Power.
Read More →It’s been in the news that the THB continues to strengthen versus the USD and people are going on and on how this is negative for exports (agreed) bad for the economy (yes GDP #’s will look weak because of the weight of exports, but longer term I’m not sure) and how the country will […]
Read More →State seeks premium restructure : Insurance to benefit from price controls . The government is looking for ways to lower life and health insurance premiums after the prices of medicines, medical supplies and medical services are brought under control. Bangkok Post 200m contribution set for ACMECS fund : The Cabinet yesterday decided to set aside […]
Read More →So weak earnings don’t pull the market down nor a discombobulated government doesn’t either nor a weak global economy where the rate of growth is slowing and exports appear to be collapsing in major economies. Well then, I have nothing further to add *grin*
Read More →Panels to deal with hospital price gripes : The government is setting up panels to receive complaints about unusually expensive treatments, to make private hospitals’ medical treatment fees more accountable. Bangkok Post Carmakers ready to help Thailand become hub for electric vehicles in Asean : Local and international car manufacturers are racing to cash in […]
Read More →And so it is that time of the month where Howard Marks latest memo is going to make the round throughout the investing world. In the latest 13 pager he continues to talk about his viewpoints of where the market and he dissects the arguments of This Time It’s Different which are being applied to […]
Read More →It’s all about Trump and US vs China, and US vs Mexico and US vs you name it. Though I turn my eyes towards the movements in the currencies far more. The USD has been weaker than I expected this month and that’s led to markets across the board (commodities, equities, bonds, etc) performing better […]
Read More →